Your desktop -- and maybe even the shiny new laptop that you bought a few months ago -- are dinosaurs. The "good enough" computing revolution that has nudged consumers-on-the-go toward smartphones and tablets is taking its toll on the box business.

Wall Street has been quick to punish Hewlett-Packard after the computing and software giant named former SAP chief Leo Apotheker as its new CEO on Sept. 30. But if SAP's culture says anything about what HP will be like under Apotheker, it may get back to making bets on innovation. Wall Street has been quick to punish Hewlett-Packard after the computing and software giant named former SAP chief Leo Apotheker as its new CEO on Sept. 30. But if SAP's culture says anything about what HP will be like under Apotheker, it may get back to making bets on innovation.

Intel cut its guidance for third-quarter revenues, citing weak consumer PC demand. The news signals underlying trends in technology that could be a drag on companies beyond Intel. Keep an eye on companies like Microsoft, HP, Dell and AMD.

Although HP's rivals have been quiet, the Mark Hurd fiasco has to smell like blood in the water around Silicon Valley. Where exactly might HP be most vulnerable? And where might it still hold an edge? Here's a business-by-business rundown.

Hewlett-Packard launches a star-studded campaign -- which an unnamed source told The Wall Street Journal will cost $40 million -- to change its image as a printer and PC company. But is it just a waste of shareholder money?